2019
ANNUAL REPORT
In 1992, SourcePoint started with one goal—to help local seniors live safely at home and avoid premature nursing home care and long waitlists. Today, we do that and much more. SourcePoint is the most comprehensive aging services provider in Delaware County. We provide adults ages 55 and older with in-home care services, such as Meals on Wheels and personal care, that help seniors live independently at home. We also provide hundreds of community programs, both on-site in our enrichment center and off-site throughout the county, which promote health and wellness for older adults. We are a unique nonprofit organization, bringing a variety of aging services and expertise together under one roof. SourcePoint is partially funded by a local property tax levy, as well as grants and private donations, and relies on hundreds of volunteers to help fulfill our mission. HEADQUARTERS 800 Cheshire Road, Delaware SOUTH OFFICE 1070 Polaris Parkway, Suite 200, Columbus 740-363-6677 MySourcePoint.org EIN 31-1354284
SOURCEPOINT’S MISSION is to help our community set a course to live well after 55. OUR VISION is a community where every person 55 and over is empowered to live life to the fullest. OUR VALUES include respect, compassion, interdependence, excellence, stewardship, and advocacy.
Serving Delaware County
IN THE HOME... 238,360 meals were served through Meals on Wheels and at five community cafes.
2,272 home visits were made by our licensed care consultants.
1,947 seniors received in-home care services. 1,276 rides were provided to medical and social service appointments.
SOURCEPOINT IS DEDICATED to serving all Delaware County adults ages 55 and older, as well as their family caregivers.
’s Older Adults Since 1992
...AND ON THE GO! 4,476 members engaged in enrichment center programs.
1,251 unique programs were held on-site at the center and off-site throughout the county.
363 family caregivers received support. 710 active volunteers helped fulfill our mission in the community.
WE EMBRACE DIVERSITY and are proud to serve our community members, no matter their race, ethnicity, religion, disability, nationality, sexual orientation, or gender identity.
Tax Levy $9,223,065 Grants $541,480
2019 REVENUES
$11,875,042
Service Fees $967,452 Donations $390,672 Investments $654,555 Other $97,818
In-Home Care Services including Nutrition $6,985,992 Community Programs $2,532,111
2019 EXPENSES
$11,155,849
Outreach $472,559 General & Administrative $1,000,386 Development $164,801
OUR COMMUNITY GRANTS SourcePoint helps fund existing programs in the county as a cost-effective, efficient way to address the various needs of older adults. If SourcePoint doesn’t directly provide a needed service to the aging population, we help fund those who do. In 2019, SourcePoint provided $649,546 in grant funding to 18 local organizations that provide vital senior services: The Alzheimer’s Association Cancer Support Community Catholic Social Services Central Ohio Area Agency on Aging Common Ground Free Store Delaware County Transit Delaware Speech and Hearing Center Family Promise of Delaware County Grace Clinic HelpLine of Delaware and Morrow Counties Humane Society of Delaware County Lutheran Social Services National Alliance on Mental Illness Delaware and Morrow Counties The OhioHealth Foundation Ohio Wesleyan University People In Need VOICEcorps Reading Service Zion African American Methodist Episcopal Church
The financial statements presented in this report were prepared by management of the organization and have not yet been reviewed by an external auditor. The 2019 independent financial audit will be available at MySourcePoint.org later in 2020.
OUR DONORS Donations allow SourcePoint to continue doing the important work we do— serving seniors. While we’re partially funded by the property tax levy, that covers just 78% of what we do. As the older population continues to grow in Delaware County, we rely on donations to bolster our funding and fill the gaps. Annual gifts to SourcePoint support the older adults we currently serve—and help us plan for the future. FOUNDERS CLUB Annual gifts of $240 or more qualifies for this recognition. Anonymous Gail Abernathy Aetna Medicare William Allman Ruth E. Alves Arbors at Delaware Virginia L. Ashbrook Rosella M. Ault Crystal D. Ball Daniel C. Bear Charlotte G. Bendure Greg & Susan Binder Rich & Virginia Bischert David & Theresa Black Dave & Deb Bose Billie Bower Clarence L. Bradley Karen & John Burger Sandra T. Carpenter Lawrence W. Clark Marilyn Clark Alice Click Thomas & Suk Clum Mark A. Conkle Joyce Conrow June D. Conti Nita M. Cordray Carlos & Yolanda Crawford Creative Financial Insurance Services Agency Larry & Mary Ellen Crimmel
Joyce C. Crooks Karen Crosman John Day Jr. Betty L. Deeds Clarence & Pauline Deems Delaware Court Healthcare Center Amata Driscoll Mariella Dunnan Martha L. Edelblute Nicole Edwards & Renee Watts Louis Falcone Jeffrey A. Fenstermaker Fifth Third Institutional Services First Financial Bank Phyllis Flattery Foot & Ankle Wellness Center Doris J. Franklin Drs. Alice & Ronald Frazier Nancy Gernstetter Hettie F. Given Giving Peace of Mind, LLC Virginia H. Gladden Steve & Alicia Gorman Patricia J. Graham Susan Guy Marjorie Hamon Joan Hassler Lowell Hatch Lillian E. Heston Mary & Tom Homan
Nancy & William Housel Betty Huffman Donald J. Hulslander Martha J. Hurley Evelyn Jewell-Harmon Opal S. Johnson Sandra K. Johnson George Kaitsa Larry B. Kelly Marilyn A. Kelly Kristen Kennedy & Brent Howe Donald E. Ketner Ella M. Kigar Audie J. King Carol Koegler Suzan Lake Nobis Joan Lawrence Lori G. Loveless Jim D. Lucas Elaine & Eugene Lundy Edward J. Madison Manos, Martin, & Pergram Co., LPA Marian R. Manz Julia M. Margello-Ramsey Steve & Debbie Martin Laura A. McCance Brian McClatchie John McDavid Irma & Bruce Meadows Doris Meek Leslie Menges Hettie Mercer Molly Michael Tom W. Mills Pat L. Milner Pamela M. Montag Ed E. Morris James E. Morrow Anthony & Sarah Moseley Joyce Myers Olentangy Title Agency Kari Barton Parsons Barbara S. Pettegrew Harvey “Gene” Pillion
Karen Pillion & Joni Paxton Frank Pinciotti Roy W. Plymale Stanley C. Pratt Jean Pugh William & Barbara Pugh Clay & Doris Rammelsberg Carthal Ransaw Timothy & Sharon Reardon Arthur and Gail Reed Joy Rendon Dona D. Reynolds Charles B. Ring Gretchen Roberts Nadine S. Russo Ray & Marianne Ryan Sam Dong Ohio, Inc. Amy & Frank Schossler Lorena Schrader Jean L. Scott Cyril Sedlacko Jennifer Sell William R. Sheppard Laura Smith Russell M. Smith Norman R. Snook Snyder Funeral Homes Glenn M. Stalter Lois M. Stiger Jane Taylor Patricia E. Thacker Karen Tomacelli Roger & Shirley Van Sickle Mary C. Waggle Karen & Paul Waltermeyer Supranee Wang James & Patricia Weiss Patricia A. Winebrenner Jay & Susan Wolf Timothy A. Wolfe Gail Yager Alison & Chris Yeager Julie “Z” Zdanowicz & Jeff Pullins Karen Zvosechz
DIRECTORS CLUB The Directors Club honors donors whose annual gifts totals $1,000 or more. Anonymous Albert C. Bell Diane & Patrick Boling Gerald Borin Lloyd Brooks Denise Cambier & Mitch Morrison Capital City Hospice Kimberly Clewell Richard & Brenda Collins Renetta Connery Becky Cornett Country Club Rehabilitation Campus Valerie V. Davidson Delaware County Veterans Service Office Fidelity Federal Savings & Loan Assn. First Commonwealth Advisors First Commonwealth Bank David & Sherry Hanes Milo & Susan Hilty Hiram Lodge #18 F.&A.M. John Holcomb Bob & Jan Horrocks Inno-Pak, LLC The Inn at Olentangy Trail Interim HealthCare Ann Jones & Stephen Wood Jill Patricia King Cecile P. Kish James Kroninger George & Diana A. Kukor Richard & Maureen R. Larger Mary L. Lauro Veronica V. Leib
Roger & Charlene Lossing Joan Manter Nationwide Foundation Wilda J. Nutter Oasis Senior Advisors Ohio Living Sarah Moore OhioHealth/Grady Memorial Hospital Parkside Village Senior Living Community Performance Chrysler Jeep Dodge Ram Del. Polaris Retirement Community Robert & Sue Postle Franklin & Beverly N. Rundio Robert Russell Delbert R. Smith Jr. Richard & Betty W. Smith Mildred J. Stevens William & Arminta Stickney Craig Stratton Del Tayner Annabel C. Thomas Jim M. Thorpe Treplus Communities Trucco Construction Company, Inc. United Way of Delaware County V&P Hydraulics, LLC Padet Wattanasarn Fara Waugh & Jay Fry Noreen Slusser Weisberg Paul & Joanne L. Wilkinson Willow Brook Christian Communities Carol C. Wood Ted & Anna Wurm
To learn more about giving, including planned giving options, go to MySourcePoint.org/give or contact Julie Zdanowicz at 740-363-6677 or give@MySourcePoint.org.
2019 BOARD OF DIRECTORS Roger Lossing, CPA, JD, CFP, Lewis Center, President Frank Pinciotti, Lewis Center, Vice President Gretchen Roberts, MSN, Powell, Secretary
Carlos Crawford, MS, JD, Delaware Karen Crosman, Powell Anne Farley, LSW, MS, Powell Jack Fette, Lewis Center
Richard Roell, ChFC, FFSI, RIA, MBA, Galena, Treasurer
John McDavid, Centerburg
David Black, Westerville
Trudy Poole, Lewis Center
Gerald Borin, Powell
Carolyn Slone, Delaware
Denise Cambier, MD, Delaware
Jane Taylor, Dublin
Becky Cornett, PhD, Delaware
Roger Van Sickle, Delaware
Jane Nance, RN, Westerville
Kristina Crites, Powell
2019 EXECUTIVE TEAM Fara Waugh, LISW-S, Executive Director Karen Waltermeyer, LISW-S, Director of Client Services Amy Schossler, Director of Community Programs Kimberly Clewell, Director of Operations Alison Yeager, Director of Communications & Development Robert Horrocks, Founding Executive Director, Retired
THANK YOU TO OUR FINANCIAL PARTNERS
800 Cheshire Road Delaware, OH 43015 MySourcePoint.org